Team - SWU Financial Planning

Photo of Simon Wu

Simon Wu

Founding Chairman | Chief Financial Adviser

Industry Expertise

Accounting
Financial Advisory
Estate Planning
Credit Advisory
Portfolio Management

Photo of Jonathan Wu

Jonathan Wu

Executive Director | Senior Financial Adviser | Chief Operating Officer

Industry Expertise

Financial Advisory
Estate Planning
Credit Advisory
Portfolio Management

Photo of Benny Huang

Benny Huang

Manager | Accountant | Associate Adviser

Industry Expertise

Accounting
Estate Planning
Credit Advisory
Financial Advisory
Portfolio Management